Amit Lodha
The global view
Fidelity’s Global Equities Portfolio Managers met recently for their quarterly review covering macro, markets and stocks. As part of the process, they discussed what has been driving markets, and the outlook for the coming quarters. Here are some of the key observations.
From the desk of Amit Lodha
There are increasing concerns that the period of globalisation is drawing to a close and the countries are moving away from trade liberalisation towards increased trade protectionism, which could have far-reaching consequences for economies, companies and investors.
Always evaluate the jockey
There's a saying that you should always evaluate the jockey before you bet on the horse and the same can be said for management teams before you invest. Here I look at some examples where having the right people in charge has helped guide companies through some pretty challenging times.
Are you paying too much for tech stocks?
Today, technology firms are attracting large premiums based on forecasts of growth in perpetuity. But could the tech leaders of today be the AOLs and the Yahoos of tomorrow?
And who will be the new disruptors?
Welcome to 2019! A year of divided outcomes
There are always reasons to worry but most of the time with a bottom-up mindset one can get on with investing without spending too much time on the macro. 2019 is unlikely to be one of those years but I can't help feeling more positive tactically while still cautious structurally on global equities.
2019 outlook: Global equities
The winners of tomorrow
'Technology' capex: a virtuous or vicious cycle?
Checks and balances
